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WisdomTree LargeCap Dividend Fund shares owned by Main Street Financial Solutions

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Main Street Financial Solutions from 13F filings

Historical chart of Main Street Financial Solutions investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Main Street Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Main Street Financial Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 149k 72.19
2023-12-31 $12M 180k 66.38
2023-09-30 $11M 181k 61.49
2023-06-30 $12M 180k 63.60
2023-03-31 $11M 177k 61.86
2022-12-31 $11M 172k 61.95
2022-09-30 $9.3M 166k 56.02
2022-06-30 $9.4M 158k 59.31

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View all positions for Main Street Financial Solutions

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund